Civic Intelligence

Local 817 I B T Scholarship Training Fund

990 • Fiscal year 2017 • EIN 11-2602554

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 14, 2018

Organization ProfileN/A

View Organization Page

817 Old Cuttermill RoadGreat Neck, NY 11021

(516) 365-3470

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

41st percentile

0.01x

Higher debt load relative to assets than 41% of similar nonprofits.

2017 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2017

Liabilities / Revenue

52nd percentile

0.04x

Higher debt load relative to revenue than 52% of similar nonprofits.

2017 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2017

Net Margin

91st percentile

51%

Higher net margin than 91% of similar nonprofits.

2017 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2017

Top Officer Pay

95th percentile

$360,948

Higher top officer pay than 95% of similar nonprofits.

Top officer pay equals 7.3% of source-year revenue.

2017 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2017

Asset Growth

82nd percentile

19%

Faster asset growth than 82% of similar nonprofits.

2017 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Revenue Growth

20th percentile

-5.5%

Faster revenue growth than 20% of similar nonprofits.

2017 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets41st percentile

Assets

Up

$22,994,908

Up $3,743,972 (+19%) from 2016

Net Assets

Up

$22,791,507

Up $3,711,821 (+19%) from 2016

Liabilities

Up

$203,401

Up $32,151 (+19%) from 2016

Revenue And Expenses
Liabilities / Revenue52nd percentileNet Margin91st percentile

Revenue

Down

$4,969,888

Down $289,353 (-5.5%) from 2016

Expenses

Up

$2,438,863

Up $43,573 (+1.8%) from 2016

Net Income

Down

$2,531,025

Down $332,926 (-12%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth82nd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$80M$60M$40M$20M$0Assets 2010: $7,348,171Liabilities 2010: $13,845Net Assets 2010: $7,334,3262010Assets 2011: $8,678,822Liabilities 2011: $75,311Net Assets 2011: $8,603,5112011Assets 2012: $10,435,392Liabilities 2012: $1,441,103Net Assets 2012: $8,994,2892012Assets 2013: $12,607,230Liabilities 2013: $1,502,210Net Assets 2013: $11,105,0202013Assets 2014: $15,034,920Liabilities 2014: $1,669,201Net Assets 2014: $13,365,7192014Assets 2015: $17,127,672Liabilities 2015: $902,595Net Assets 2015: $16,225,0772015Assets 2016: $19,250,936Liabilities 2016: $171,250Net Assets 2016: $19,079,6862016Assets 2017: $22,994,908Liabilities 2017: $203,401Net Assets 2017: $22,791,5072017Assets 2018: $25,308,221Liabilities 2018: $175,911Net Assets 2018: $25,132,3102018Assets 2019: $32,397,630Liabilities 2019: $176,366Net Assets 2019: $32,221,2642019Assets 2020: $35,488,144Liabilities 2020: $168,302Net Assets 2020: $35,319,8422020Assets 2021: $44,057,838Liabilities 2021: $30,154Net Assets 2021: $44,027,6842021Assets 2022: $43,972,084Liabilities 2022: $38,531Net Assets 2022: $43,933,5532022Assets 2023: $50,000,709Liabilities 2023: $89,125Net Assets 2023: $49,911,5842023Assets 2024: $63,396,971Liabilities 2024: $59,108Net Assets 2024: $63,337,8632024

Highlighted filing

2017

Assets$22,994,908
Liabilities$203,401
Net Assets$22,791,507
Open 2017 Filing

Operations Trend

Revenue Growth20th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$10M$5.0M$0Expenses 2010: $1,702,3402010Expenses 2011: $1,958,3332011Revenue 2012: $3,315,583Expenses 2012: $2,899,297Net Income 2012: $416,2862012Revenue 2013: $3,559,934Expenses 2013: $2,029,432Net Income 2013: $1,530,5022013Revenue 2014: $4,202,567Expenses 2014: $2,175,549Net Income 2014: $2,027,0182014Revenue 2015: $5,569,401Expenses 2015: $2,216,957Net Income 2015: $3,352,4442015Revenue 2016: $5,259,241Expenses 2016: $2,395,290Net Income 2016: $2,863,9512016Revenue 2017: $4,969,888Expenses 2017: $2,438,863Net Income 2017: $2,531,0252017Revenue 2018: $6,196,669Expenses 2018: $2,746,141Net Income 2018: $3,450,5282018Revenue 2019: $7,702,453Expenses 2019: $2,804,859Net Income 2019: $4,897,5942019Revenue 2020: $3,571,872Expenses 2020: $3,034,699Net Income 2020: $537,1732020Revenue 2021: $8,627,430Expenses 2021: $3,035,183Net Income 2021: $5,592,2472021Revenue 2022: $8,981,637Expenses 2022: $3,327,747Net Income 2022: $5,653,8902022Revenue 2023: $4,161,097Expenses 2023: $3,508,534Net Income 2023: $652,5632023Revenue 2024: $8,133,743Expenses 2024: $3,600,741Net Income 2024: $4,533,0022024

Highlighted filing

2017

Revenue$4,969,888
Expenses$2,438,863
Net Income$2,531,025
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 14, 2018
Return Version
2017v2.3
Gross Receipts
$11,258,708
Mission and Program Overview

Mission

To provide scholarship benefits to eligible dependents and members of international brotherhood of teamsters local 817.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$19,079,686$22,791,507▲ $3,711,821
Investments in Publicly Traded Securities$16,145,418$18,672,460▲ $2,527,042
Cash and Non-Interest-Bearing Accounts$1,327,440$3,348,740▲ $2,021,300
Savings and Temporary Cash Investments$1,433,814$516,010▼ $917,804
Accounts Receivable$342,065$438,748▲ $96,683
Prepaid Expenses and Deferred Charges$0$16,485▲ $16,485
Land, Buildings, and Equipment, Net$2,199$2,465▲ $266
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$19,250,936$22,994,908▲ $3,743,972
Liabilities
Other Liabilities$140,000$173,143▲ $33,143
Accounts Payable and Accrued Expenses$31,250$30,258▼ $992
Total Liabilities$171,250$203,401▲ $32,151
Net Assets / Fund Balance
Total Net Assets Fund Balance$19,079,686$22,791,507▲ $3,711,821
Total Liabilities and Net Assets / Fund Balance$19,250,936$22,994,908▲ $3,743,972

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$483$25,592$26,075
Equipment$1,982$262$2,244
Compensation and Service Providers
Top Officer Pay95th percentile

Employees

NameTitleBaseOtherTotal
Kathleen KreinbihlFund Admin$11,299$3,728$15,027
James FanningTrustee-$1,729$1,729

Board Members and Trustees

NameTitle
Allan KrahiehTrustee
Francis J Connolly JrTrustee
Nadine SchrammTrustee
THOMAS J O'DONNELLTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$4,544,627
Investment Income
$425,261
Other Revenue
$0
Change in Net Assets
$2,531,025

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,926,516
Revenue Not Reported on Financial Statements
$43,372
Revenue Not Reported on Form 990
$1,180,796
Total Revenue per Audited Statements
$6,107,312
Total Revenue per Form 990
$4,969,888
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$2,110,402
Salaries, Compensation, and Employee Benefits$200,624
Other Expenses$127,837
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals---$2,110,402
Payroll Taxes---$162,470
Fees for Service Investment Mgmnt Fees---$43,372
Fees for Services Accounting---$25,452
Fees for Services Legal---$25,160
Other Salaries and Wages---$16,283
Insurance---$15,485
Occupancy---$11,498
Current Officers, Directors, Trustees, and Key Employees---$11,299
Other Employee Benefits---$7,262
Pension Plan Contributions---$3,310
Office Expenses---$2,943
Information Technology---$1,099
Other Expenses---$688
Depreciation Depletion---$597
Travel---$180
Total Functional Expenses$0$0$0$2,438,863

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$2,438,863
Expenses per Audited Statements$2,395,491
Total Expenses per Audited Statements$2,395,491
Expenses Not Reported on Financial Statements$43,372
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Payroll Taxes Payable- Scholarships$140,000
Due to Related Funds$33,143
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

“Christine harkerss who is a clerical/office assistant is the sister of thomas j. O'donnell, trustee. The employer trustees are employed by companies that have collective bargaining agreements with theatrical teamsters local union no. 817. In which the employee trustees are officers. Members of the local union are employed by the employer trustees' companies and the terms and conditions of that employment are negotiated by the employers and the local union in the collective bargaining process.”

Form 990, Part VI, Section A, Line 7A

“Employee trustees are appointed by the executive board of the ibt local union no. 817. Employer trustees are apppointed by the employers having collective bargaining agreements with ibt local union no. 817.”

Form 990, Part VI, Section A, Line 8B

“No other committees exist with the authority to act on behalf of the governing body.”

Form 990, Part VI, Section B, Line 11B

“The form 990 is reviewed by the fund administrator and several trustees prior to filing.”

Form 990, Part VI, Section C, Line 19

“The fund makes it's governing documents and financial statements available upon request at fund office. Arrangements must be made during normal business hours. The fund also mails out summary annual reports to all members as required by law.”

Filing and Contact Details

Filer

Filer Name
Local 817 Scholarship Training Fund
EIN
11-2602554
Phone
5163653470
Address
817 OLD CUTTERMILL ROAD, GREAT NECK, NY 11021

Signing Officer

Name
THOMAS J O'DONNELL
Title
Trustee
Phone
5163653470
Signed
2018-11-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
THOMAS J O'DONNELL
Formed
1965
Legal Domicile
Ny
Voting Board Members
6
Independent Board Members
6
Employees
75
Volunteers
0

Preparer

Firm
Mspc Cpas & Advisors Pc
Address
340 NORTH AVENUE EAST, CRANFORD, NJ 07016-2496
Preparer
Jon S Gagliardi
Phone
9082727000
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 1

“The organizations accounting method is accrual basis of accounting. There has been no changes from previous years.”

Form 990, Part XII, Line 2C

“The organization has an board of trustees that assumes responsibility for the oversight of the audit and the selection of independent accountants. The process has not changed from previous years.”

Financial Statement Notes

PART X, LINE 2:

“Accounting principles generally accepted in the united states of america requires the plan to evaluate tax positions taken by the plan and recognize a tax liability (or asset) if it has taken an uncertain position that more likely than not would not be sustained upon examination by the irs. The plan has analyzed the tax positions taken by the plan and has concluded that as of december 31, 2017 the following situation has occured. On the basis of its tax exemption under section 501(c)(9) of the internal revenue code of 1986 (the "code"), the fund operated with the understanding that benefits provided to members and their dependents were exempt from taxation, including employment taxes and income tax withholdings. The fund engaged outside counsel to provide advice as to whether scholarship benefits qualify for exemption under code section 501(c)(3) or whether the benefits should be considered as employment based and subject to income tax, unless otherwhise excluded under code section 117 and 127. The fund has researched the matter and determined that it is appropriate to approach the internal revenue service to make a voluntary disclosure of the issue with a negotiated settlement to close out any potential tax liability. Negotiations with the irs have been resolved. Based upon the above, the financial statements include a provision for the estimated payroll tax liability of $140,000 representing federal, ny state and city taxes. The plan is subject to routine audits by taxing jurisdictions. However, there are currently no audits for any tax period in progress.”

Raw XML AppendixShowing 400 of 2,472 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt05259241
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt02531025
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt019079686
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt022791507
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01433814
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0516010
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt01982
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0262
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt02244
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt043372
IRS990ScheduleD/ExpensesSubtotalAmt02395491
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt043372
IRS990ScheduleD/InvestmentExpensesNotIncldAmt043372
IRS990ScheduleD/NetUnrealizedGainsInvstAmt01180796
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0483
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt025592
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt026075
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0140000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt133143
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0PAYROLL TAXES PAYABLE- SCHOLARSHIPS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1DUE TO RELATED FUNDS
IRS990ScheduleD/RevenueNotReportedAmt01180796
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt043372
IRS990ScheduleD/RevenueSubtotalAmt04926516
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRES THE PLAN TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF IT HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS. THE PLAN HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2017 THE FOLLOWING SITUATION HAS OCCURED. ON THE BASIS OF ITS TAX EXEMPTION UNDER SECTION 501(C)(9) OF THE INTERNAL REVENUE CODE OF 1986 (THE "CODE"), THE FUND OPERATED WITH THE UNDERSTANDING THAT BENEFITS PROVIDED TO MEMBERS AND THEIR DEPENDENTS WERE EXEMPT FROM TAXATION, INCLUDING EMPLOYMENT TAXES AND INCOME TAX WITHHOLDINGS. THE FUND ENGAGED OUTSIDE COUNSEL TO PROVIDE ADVICE AS TO WHETHER SCHOLARSHIP BENEFITS QUALIFY FOR EXEMPTION UNDER CODE SECTION 501(C)(3) OR WHETHER THE BENEFITS SHOULD BE CONSIDERED AS EMPLOYMENT BASED AND SUBJECT TO INCOME TAX, UNLESS OTHERWHISE EXCLUDED UNDER CODE SECTION 117 AND 127. THE FUND HAS RESEARCHED THE MATTER AND DETERMINED THAT IT IS APPROPRIATE TO APPROACH THE INTERNAL REVENUE SERVICE TO MAKE A VOLUNTARY DISCLOSURE OF THE ISSUE WITH A NEGOTIATED SETTLEMENT TO CLOSE OUT ANY POTENTIAL TAX LIABILITY. NEGOTIATIONS WITH THE IRS HAVE BEEN RESOLVED. BASED UPON THE ABOVE, THE FINANCIAL STATEMENTS INCLUDE A PROVISION FOR THE ESTIMATED PAYROLL TAX LIABILITY OF $140,000 REPRESENTING FEDERAL, NY STATE AND CITY TAXES. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS. HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIOD IN PROGRESS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt02465
IRS990ScheduleD/TotalExpensesPerForm990Amt02438863
IRS990ScheduleD/TotalLiabilityAmt0173143
IRS990ScheduleD/TotalRevenuePerForm990Amt04969888
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt06107312
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt02395491
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIP AWARDS
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0LOCAL 817 SCHOLARSHIP TRAINING FUND MAINTAINS RECORDS OF ALL SCHOLARSHIP RECIPIENTS INCLUDING THE DOLLAR AMOUNT AWARDED AND THE ACCREDITED EDUCATIONAL INSTITUTION THE RECIPIENT ATTENDS. SCHOLARSHIP RECIPIENTS ARE REQUIRED TO REGISTER FOR A MINIMUM NUMBER OF CREDITS AND TO MAINTAIN A CERTAIN GRADE POINT AVERAGE EACH SEMESTER.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE I, PART 1 LINE 2
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt211299
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0260690
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt1245606
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt2199496
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt21356
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt031283
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt129473
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt223940
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt22372
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt068975
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt165981
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt241894
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0THOMAS J O'DONNELL
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1FRANCIS J CONNOLLY JR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm2KATHLEEN KREINBIHL
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt2FUND ADMIN
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt215027
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0360948
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt1341060
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt2265330
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CHRISTINE HARKERSS WHO IS A CLERICAL/OFFICE ASSISTANT IS THE SISTER OF THOMAS J. O'DONNELL, TRUSTEE. THE EMPLOYER TRUSTEES ARE EMPLOYED BY COMPANIES THAT HAVE COLLECTIVE BARGAINING AGREEMENTS WITH THEATRICAL TEAMSTERS LOCAL UNION NO. 817. IN WHICH THE EMPLOYEE TRUSTEES ARE OFFICERS. MEMBERS OF THE LOCAL UNION ARE EMPLOYED BY THE EMPLOYER TRUSTEES' COMPANIES AND THE TERMS AND CONDITIONS OF THAT EMPLOYMENT ARE NEGOTIATED BY THE EMPLOYERS AND THE LOCAL UNION IN THE COLLECTIVE BARGAINING PROCESS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EMPLOYEE TRUSTEES ARE APPOINTED BY THE EXECUTIVE BOARD OF THE IBT LOCAL UNION NO. 817. EMPLOYER TRUSTEES ARE APPPOINTED BY THE EMPLOYERS HAVING COLLECTIVE BARGAINING AGREEMENTS WITH IBT LOCAL UNION NO. 817.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NO OTHER COMMITTEES EXIST WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE FORM 990 IS REVIEWED BY THE FUND ADMINISTRATOR AND SEVERAL TRUSTEES PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE FUND MAKES IT'S GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST AT FUND OFFICE. ARRANGEMENTS MUST BE MADE DURING NORMAL BUSINESS HOURS. THE FUND ALSO MAILS OUT SUMMARY ANNUAL REPORTS TO ALL MEMBERS AS REQUIRED BY LAW.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE ORGANIZATIONS ACCOUNTING METHOD IS ACCRUAL BASIS OF ACCOUNTING. THERE HAS BEEN NO CHANGES FROM PREVIOUS YEARS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE ORGANIZATION HAS AN BOARD OF TRUSTEES THAT ASSUMES RESPONSIBILITY FOR THE OVERSIGHT OF THE AUDIT AND THE SELECTION OF INDEPENDENT ACCOUNTANTS. THE PROCESS HAS NOT CHANGED FROM PREVIOUS YEARS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART XI, LINE 1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART XII, LINE 2C
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd20
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IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd90
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd100
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd110
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd120
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd130
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd140
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IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd280
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd290
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IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd330
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd340
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IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd360
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd370
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd380
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd390
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IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd460
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd470
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd480
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd490
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IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd510
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd520
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd530
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd540
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd550
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd560
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd570
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd580
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd590
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd600
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IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd670
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd680
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd690

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$22,994,908
Liabilities
$203,401
Net assets
$22,791,507
Revenue
$4,969,888
Expenses
$2,438,863
Net income
$2,531,025
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$63.4$0.06$63.3$8.13$3.60$4.53
2023Detailed filing. Detailed filing data is available for this year.$50.0$0.09$49.9$4.16$3.51$0.65
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$44.0$0.04$43.9$8.98$3.33$5.65
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$44.1$0.03$44.0$8.63$3.04$5.59
2020Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$35.5$0.17$35.3$3.57$3.03$0.54
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$32.4$0.18$32.2$7.70$2.80$4.90
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$25.3$0.18$25.1$6.20$2.75$3.45
2017Detailed filing. Detailed filing data is available for this year.$23.0$0.20$22.8$4.97$2.44$2.53
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$19.3$0.17$19.1$5.26$2.40$2.86
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$17.1$0.90$16.2$5.57$2.22$3.35
2014Detailed filing. Detailed filing data is available for this year.$15.0$1.67$13.4$4.20$2.18$2.03
2013Detailed filing. Detailed filing data is available for this year.$12.6$1.50$11.1$3.56$2.03$1.53
2012Summary only. Only limited summary data is available for this year.$10.4$1.44$8.99$3.32$2.90$0.42
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.68$0.08$8.60$1.96
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.35$0.01$7.33$1.70
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2017 filings • 501(c)9 • $10M-$25M nonprofits